Inflation Protected Bond Fund Manager Performance Evaluation

IPBAX Fund

USD 12.42 0.05 0.40%

INFLATION-PROTECTED has performed against its sector and the broad market over time. The stock's expected return over 3 months is 0.0992%, complemented by a 2.34% dividend yield.

Risk-Adjusted Performance

Balanced

Weak

Strong

On a recent 90-day basis, Inflation Protected Bond Fund sits below 13% of comparable funds and fund portfolios in risk-adjusted performance. This score becomes more informative when compared with downside risk, Sharpe Ratio, and current trend stability. INFLATION-PROTECTED is delivering weak return efficiency relative to its risk profile. Current price dislocation suggests continued short-term downside pressure for investors. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 1,167 in Inflation Protected Bond Fund on January 26, 2026 and sold it today you would have earned a total of $ 75.00 from holding Inflation Protected Bond Fund or generated 6.43% return on investment over 90 days. Inflation Protected Bond Fund is currently producing a 0.0992% return and carries 0.6049% volatility of returns over 90 trading days. Stated differently, INFLATION-PROTECTED is more volatile than roughly 95% of traded mutual funds, and IPBAX is outperformed by 99% of traded instruments in expected return over the next 90 trading days.

Expected Return

Risk

This relative risk-return summary evaluates how the instrument behaves against its benchmark. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Based on a 90-day horizon, IPBAX generates 0.64 times more return on investment than the market. Moreover, IPBAX is 1.56 times less risky than the market. Its risk-adjusted efficiency stands at about 0.16% per unit of risk. Dow Jones Industrial is currently generating roughly 0.0% per unit of risk.

Target Price Odds to finish over Current Price

The tendency of INFLATION-PROTECTED Mutual Fund price to converge on an average value over time is a well-known pattern in finance. Despite this pattern, historical data suggests that some funds remain persistently mispriced until markets correct.

Current Price	Horizon	Target Price	Odds moving above the current price in 90 days
12.42	90 days	12.42	about 10.37

Based on a normal probability distribution, the odds of INFLATION-PROTECTED moving above the current price in 90 days from now are about 10.37 . Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for INFLATION-PROTECTED Mutual Fund over the next 90 days).

Based on a 90-day horizon, Inflation Protected Bond Fund has a beta of -0.0022. This usually indicates that as returns on the benchmark increase, returns on INFLATION-PROTECTED tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Inflation Protected Bond Fund tends to outperform the market. Additionally, Inflation Protected Bond Fund has an alpha of 0.0892, implying that it can generate a 0.0892 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).

INFLATION-PROTECTED Price Density

Price

Predictive Modules for INFLATION-PROTECTED

Numerous approaches exist for forecasting the fund market and estimating future values of Inflation Protected. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making.

Experienced market participants anticipate that INFLATION-PROTECTED's price will even out over time. Periods when INFLATION-PROTECTED's deviates significantly from its historical mean may warrant further fundamental analysis.

Sentiment

Range

Low	Sentiment	High
11.82	12.42	13.02

Details

Intrinsic

Valuation

Low	Intrinsic	High
11.60	12.20	12.80

Details

Naive

Forecast

Low	Next	High
11.75	12.36	12.96

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
12.19	12.32	12.44

Details

Competitive analysis for INFLATION-PROTECTED compares its financial performance and valuation metrics against sector peers. Cross-sectional comparison separates idiosyncratic performance from sector-level dynamics.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market, and INFLATION-PROTECTED is no exception. INFLATION-PROTECTED has experienced periods of rapid price declines followed by equally strong recoveries.

α	Alpha over Dow Jones	0.09	Details
β	Beta against Dow Jones	-0.0022	Details
σ	Overall volatility	0.23	Details
Ir	Information ratio	0.15	Details

INFLATION-PROTECTED Fundamentals Growth

INFLATION-PROTECTED Mutual Fund prices reflect investors' perceptions of INFLATION-PROTECTED's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape INFLATION-PROTECTED Mutual Fund market performance.

	Price To Earnings	25.36 X
	Price To Book	2.07 X
	Price To Sales	1.42 X
	Total Asset	35.16 M

Performance Metrics & Calculation Methodology

Return quality for INFLATION-PROTECTED measures how stable NAV growth has been across rolling measurement windows. Consistent positive returns across rolling windows support confidence in structural performance patterns.

Inflation Protected Bond Fund data is compiled from fund disclosures and market reference feeds and standardized for comparability. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board